The Murray Hanseth Group

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Merrill Lynch

The Murray Hanseth Group

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Merrill Lynch
Wealth Management
The Murray Hanseth Group focuses on addressing the investing and fiduciary responsibilities of institutions as well as the wealth management needs of individuals and families. We work closely with clients to determine their needs so that we can craft customized strategies to help them pursue their goals.

The Murray Hanseth Group

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Murray Hanseth Group Value Proposition

The Murray Hanseth Group is a goals-based wealth management team dedicated to serving a select number of high net worth families, business owners, executives, and corporate retirement plans.  Using a comprehensive approach to planning and investment advice guidance, we provide customized strategies to help clients achieve their goals.  Our holistic approach to wealth management is centered around our deeply held commitment to take the time to understand the values, needs, goals, and concerns of clients.  We strive to provide an exceptional client experience.  
 
As part of the firm's belief in the value of advanced training and staff enrichment to better serve clients, Paul and Brian have pursued advanced designations and certifications. These concentrations provide The Murray Hanseth Group with additional depth and skills in key areas, including investment management, cash flow strategies, liability management and other banking services available through Bank of America, retirement planning services, estate planning services, insurance, and corporate 401(k) plan management. 
 
With over 40 years of combined experience being entrusted with over $400 million in assets as of August 1st, 2019, every member of our team is passionate about working together toward a common goal of delivering exceptional advice, guidance and service to provide clients with the resources to live their lives fully and with purpose. 

Philosophy

It’s important to plan for your financial future, which means getting more than investment advice. We believe you may find value in a one-on-one relationship with someone dedicated to knowing who you are and what you want to accomplish. Someone who knows your kids’ names, how hard you worked to get where you are, how you define a successful life and how you view investing. Our commitment is centered in helping clients achieve their goals by making their needs and wants a priority. Our advice and strategies are guided by what’s important to you, and our success is defined by your satisfaction over time.

Approach

We believe an effective approach to wealth management requires working closely with you to help identify and define your goals.

Our job is to first understand what matters most to you. We will work together to create a financial strategy that reflects your investment personality and is built around your life priorities.

Our approach is to help you pursue your goals by providing customized service and strategies. Whether you are focused on building, preserving or transferring wealth we are committed to helping you address your financial objectives at every stage of your life.

Understanding your goals and priorities

Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial strategy.

Focus On Corporate Executives

For corporate executives, we offer guidance for diversification strategies for concentrated stock positions. For business owners, we can help them build company benefit plans and provide access to Bank of America for help in addressing cash flow, lending needs and other challenges. For those nearing retirement, we consider inflation, health care costs and other factors to help them achieve desired lifestyles. We talk with clients periodically and proactively explore opportunities with them.

Institutional Retirement Plans

As Bank of America Merrill Lynch Retirement Benefits Consultants (RBC), The Murray Hanseth Group is one of select group of highly qualified and credentialed Merrill Lynch advisors specialized in defined contribution plans who can add value to your plan by:

  • Offering access to 3(21) fiduciary services1

  • Helping you shape your investment strategies

  • Offering thoughtful advice without a proprietary investment requirement

  • Providing periodic reporting and helping you understand results and measurements to assist you in managing your plan over time

  • Working with you to create a plan that is designed to drive employee engagement and positive participant behavior

  • Assisting in the delivery of employee financial wellness programs and education

  • Helping employees connect their life priorities with their finances to help them pursue what matters most to them


1 Fiduciary Advisory Services is an investment advisory service sponsored by Merrill Lynch. It will only be offered to defined contribution plans recordkept by Bank of America Merrill Lynch and plans recordkept by our Advisor Alliance providers. It is available for plans up to $500 million in plan assets. For more information on plan eligibility speak to your Merrill Lynch advisor.

Capabilities

In 1914, Charles Merrill said, “The interests of our customers must come first.” That’s a commitment that we still honor today. We feel Charles Merrill would be gratified to see how the business he founded continues to place a premium on service and commitment. With the investment insights of Merrill, and with access to the banking convenience of Bank of America, we can deliver services that can help you address virtually every financial challenge you face.

Recognition

Merrill is proud of our advisors who’ve received recognition from industry publications. We believe they are setting the standard for exemplary client service.

Paul D Murray

Financial Times –“Top 401 Retirement Plan Advisers” in 2016, 2017, and 2018.

Meet Our Team

Supported by the global resources of Merrill, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

Additional Resources

The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.

Richard Waldron

Richard Waldron

Senior Wealth Management Lending Officer NMLS # 484107

Daniel B Rosenthal

Daniel B Rosenthal

Insurance Associate Specialist

Victor W Diune

Victor W Diune

Trust Specialist

Upcoming Events

CyberSecurity 2019

Boston College Club “Boston Harbor Room”

September 5th, 2019|5:30 PM - 8:30 PM PST

Join us about how you can protect yourself, your family & your business. Our speaker will discuss the business & personal impacts these risks present. Learn how to be prepared for cybercrime & specific steps to help detect & prevent potential fraud.

    Your Financial Strategy

    We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.

    FAMILY
    FAMILY
    Taking care of your family and other people in your life
    • Trust & Estate Services2
    • Education Funding Strategies1
    • Insurance3
    HEALTH
    HEALTH
    Planning for healthcare expenses now and in the future
    • Long-term Care Insurance3
    • Health Savings Account2
    • Disability Insurance3
    HOME
    HOME
    Upsizing, downsizing, remodeling or buying a vacation home
    • Home Loans2
    • Home Equity Lines of Credit2
    • Securities-Based Lending2
    • Credit Cards2
    WORK
    WORK
    Working in retirement, selling or starting a business
    • Bank of America Business Banking2
    • Exchange Funds1
    • Concentrated Stock Management1
    • Succession Planning1
    LEISURE
    LEISURE
    Spending your free time in meaningful ways
    • Credit Cards2
    • Securities-Based Lending2
    • Structured Lending2
    GIVING
    GIVING
    Volunteering, mentoring others and giving to charities
    • Donor-Advised Funds2
    • Private Foundations2
    • Charitable Trusts2
    FINANCE
    FINANCE
    Using your finances to bring it all together
    • Merrill Lynch Investment Accounts1
    • Investment Advisory Accounts1
    • Alternative Investments1
    • Exchange-Traded Funds1
    • Mutual Funds1
    • Closed-end Funds1
    • Fixed Income Products1
    • Options1
    • Annuities3
    • Impact Portfolios1
    • Market-Linked Investments1
    • Securities-Based Lending2
    • Margin1
    • Home Loans2
    • Bank of America Checking and Savings Accounts2
    • Credit Cards2
    • Online Account Access1,2

    1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
    2Banking products are offered by Bank of America, N.A.
    3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.

    Staying on Track

    We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.

    Regular reviews to help you stay on track
    Regular reviews to help you stay on track

    We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.

      Monitoring changes in your life and to your goals
      Monitoring changes in your life and to your goals

      Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.

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      Access to what you need, when you need it

      MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities

      Your advisor is a click away within our site or mobile apps

      You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features

      Access to your complete financial life is available with My Financial Picture, Merrill's asset aggregation tool

        *Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.

        Let’s Have a Conversation

        There is no substitute for a one-on-one relationship with a Merrill Lynch financial advisor committed to your needs – a caring advisor who can leverage the investment insights of Merrill Lynch and access to the banking convenience of Bank of America to help clients face today’s financial and economic landscape. Let’s work together to help you achieve your goals.

        Why Merrill Lynch?

        As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.


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        We put you first, every day.
        Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.

        Personalized advice from a dedicated financial advisor.

        Getting to know you is our primary goal.

        A comprehensive approach, built around your life’s priorities.

        Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.

        Adjusting your plan as your life and the markets change.

        We will work to help you stay on track, regardless of what the markets are doing.